In my first post I introduced you to the D365 Lead and Contact Creator Module, which will create a Contact and/or Lead Dynamics when you add it to your form submissions. In this post I’ll cover dynamics data sources such as pick lists and lookups and creating custom controls with their values.

Sitecore offers a well-established way to integrate with D365  through their Sitecore Connect™ for Microsoft Dynamics 365 for Sales connector. But what if you wanted a small lightweight way to just create Contacts and Leads? Now you have it. 

I’m getting feedback from people out there that the Send Batch Upload and Merge module is saving them a lot of time, and that’s great! There is one thing I missed in the API’s behaviour, and you may have missed it to, and that’s the fact that some result data is being sent as an error.

Ok, that's it! We're in the final piece of this four-part series for the Send to CDP Sync module. In this episode, we will cover the API calls used for deploying the batch file, monitoring its progress and securing the local cache which was covered in the last post.

So far, we've covered the Send to CDP module's introduction, getting data from Send and preparing a list of guests for upload. Since there's a hard limit of 50mb per upload I wanted to use a local cache so only changes are sent on each iteration. We'll go over that in this post.

In my first post I introduced you to the Sitecore to CDP module, which will create a structured extension with all Send email lists and if the Guest subscribed to them. In this post I'll walk through the process of getting all data out of chosen Send lists so they can be sent to CDP as a batch file.

What if you wanted to instantly see all Send email lists your CDP Guests are subscribed to? This module will collect information from Send and populate CDP with what they've signed up for. It also maintains the last updated timestamps for each list preference and deploys the changes in batch files. Uploads are minimal by using a local cache, and the preferences are structured in a single extension.

It's never come up before since I didn't have the need, but we recently added a 2^nd publishing target to a site that was a private Content Delivery instance used for preview for non-Sitecore Users. While doing this I wanted to add the preview link in the Content Editor, so this change allows for that.

Yesterday I posted a walkthrough of this module, diving into the development of it. Today I wanted to show Sitecore Users how you install and configure this module with no development experience needed.

In my last article I introduced you to the Send Batch Upload and Merge Module, and why you might need it. We looked at the PowerShell script that calls the module, and today I'll walk you through the supporting code to get the work done.